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Newly AAA-rated: seven managers you need to know

Citywire Switzerland takes a closer look at the managers who recently earned their first AAA rating.

Last month, seven sector-leading managers earned their first Citywire AAA rating for their strong outperformance. Here, Citywire Switzerland takes a closer look at the seven up-and-coming managers who achieved the top rating offered by Citywire over this period.

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Sylvie Sejournet and Nolan Hoffmeyer, Pictet

Fund managed: Pictet-Digital

Sejournet and Hoffmeyer (pictured) co-manage a digital-focused strategy which invests in companies using digital technology to provide interactive services.

The biggest sectors in the fund at present are online advertising (32.4%), network operations (16.1%) and enterprise SaaS (12.9%). The fund also invests in e-commerce, interactive entertainment, devices and vertical SaaS. The top three holdings in the fund are US giants Alphabet and Facebook and Chinese technology company Tencent.

The Pictet-Digital returned 96.69% in Swiss francs over the past three years to the end of May 2017. Its benchmark, the MSCI World NR USD, returned 53.56% over the same timeframe.

Sejournet joined Pictet in 2005 and has 19 years of experience in the equity research and investments in technology and media sector. Hoffmeyer has been with the firm since 2012 and started his career at the firm as an intern in the MIS & Management Accounting Team and the thematic equities team.

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Daniel Häuselmann, GAM

Funds managed: Julius Baer (CH) Swiss Opportunity, Julius Baer EF Swiss, Julius Baer Inst Swiss

Häuselmann is head of Swiss equities at GAM, having joined the firm as a fund manager in 2006 from Credit Suisse First Boston, where he was in charge of equity sales to institutional clients.

The top three sectors in the Julius Baer (CH) Swiss Opportunity fund are currently healthcare (38%), industrials (20.5%) and financials (13.2%). The top three individual holdings are Roche (13.34%), Novartis (10.84%) and Logitech (6.17%).

In April 2017, positive performance in both Julius Baer (CH) Swiss Opportunity and Julius Baer EF Swiss fund was derived from overweights in AT, Molecular Partners, Partners Group, Bossard, Straumann, Sika, Belimo and Temenos, as well as from an underweight in Nestlé.

The Julius Baer (CH) Swiss Opportunity fund returned 29.56% in Swiss francs over the three years to the end of May 2017. Its benchmark, Swiss Performance Index TR, returned 19.76% over the same timeframe. Meanwhile, the Julius Baer EF Swiss returned 30.36% and the Julius Baer Inst Swiss fund returned 21.06%, with both being measured against the same benchmark.

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Eric Moffett, T Rowe Price

Fund managed: T Rowe Asian Opportunities Equity

Eric Moffett is an associate director of equity research for Asia ex-Japan and a research analyst covering Asian real estate sector. He is based in Hong Kong and has been with the firm since 2007. Prior to joining T Rowe Price he worked at Fayez Sarofim & Company.

The biggest overweight in his Asian Opportunities Equity fund compared with the benchmark is consumer staples, while the biggest underweight is financials. The top three stocks in the fund are South Korean group Samsung Electronics, Chinese internet and software giant Tencent Holdings and Chinese hotel and restaurants company Yum China Holdings.

The T Rowe Asian Opportunities Equity fund returned 35.93% in Swiss franc terms over the last three years to the end of May 2017. Its benchmark, the MSCI AC Asia Pacific ex Japan TR US, returned 27.32% over the same timeframe.

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Anthony Srom, Fidelity International

Fund managed: Fidelity Funds - Asian Aggressive

Anthony Srom became fund manager on the Asian Aggressive strategy in 2014. He is based in Singapore and joined Fidelity International in 2006 as an investment analyst before becoming a portfolio manager. He used to manage the Fidelity Funds Thailand fund and an internal Asia Pacific ex-Japan pilot fund.

The top sector in the Fidelity Funds - Asian Aggressive is financial services (16.94%), while consumer defensive (16.88%) and consumer cyclical (11.69%) are also well-represented. The top three names in the fund are Hong Kong-based insurance group AIA Group, Taiwan Semiconductor and Indian financial group HDFC Bank.

The Fidelity Funds - Asian Aggressive A-ACC-EUR returned 39.05% in Swiss franc terms over the last three years to the end of May 2017. Its benchmark, the MSCI AC Asia Pacific ex Japan TR US, returned 21.21% over the same timeframe.

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Paul Griffin, Schroders

Fund managed: Schroder ISF European Special Situations

Paul Girffin manages the Schroder ISF European Special Situations fund with Leon Howard-Spink. He joined the company in 2004 and has been with the European equity team since 2007.

The big overweight in the fund is information technology, while also holding a major underweight in energy. Meanwhile, Switzerland is the biggest country overweight in the fund. The top three stocks in the portfolio are a Swiss healthcare group Lonza, UK IT company Sage Group and French healthcare title Orpea.

The Schroder ISF European Special Situations returned 24.46% in Swiss franc terms over the last three years to the end of May 2017. Its benchmark, the MSCI Europe NR EUR, returned 8.54% over the same timeframe.

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Mark Denham, Carmignac

Funds managed: Carmignac Euro-Entrepreneurs and Carmignac Pfl Grande Europe

Mark Denham is head of European equities at Carmignac, having joined to oversee the unit having been a fund manager and head of Pan-European equities at Aviva Investors.

He co-manages the Carmignac Euro-Entrepreneurs fund with Malte Heininger. The top positions in the portfolio are Belgian healthcare company Fagron, Dutch telecommunication company Altice and Finnish provider of mobile consumer loans Ferratum.

Denham also runs the Carmignac Pfl Grande Europe with Vincent Steenman. In this fund, the top bets are UK financial group Prudential, UK healthcare company Shire and UK advertising and PR company WPP.

The Carmignac Euro-Entrepreneurs returned 15.91% in Swiss franc terms over the last three years to the end of May 2017. Its benchmark, the STOXX Europe Small 200 NR EUR, returned 15.99% over the same timeframe.

The Carmignac Pfl Grande Europe returned 4.38% in Swiss franc terms over the last three years to the end of May 2017. Its benchmark, the STOXX Europe 600 NR EUR, returned 9.67% over the same timeframe.

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Related Fund Managers

Daniel Häuselmann
Daniel Häuselmann
17/60 in Equity - Switzerland (Performance over 3 years) Average Total Return: 26.97%
Sylvie Sejournet
Sylvie Sejournet
3/3 in Equity - Technology, Media & Telecoms (Performance over 3 years) Average Total Return: 63.84%
Nolan Hoffmeyer
Nolan Hoffmeyer
2/3 in Equity - Technology, Media & Telecoms (Performance over 3 years) Average Total Return: 63.84%
Paul Griffin
Paul Griffin
18/223 in Equity - Europe (Performance over 3 years) Average Total Return: 24.46%
Mark Denham
Mark Denham
15/223 in Equity - Europe (Performance over 3 years) Average Total Return: 24.70%
Anthony Srom
Anthony Srom
7/105 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 39.79%
Eric Moffett
Eric Moffett
15/105 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 35.93%
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